As head of Essex Trust, Moira’s responsibilities include helping Essex Trust grow with integrity while meeting the needs of high net worth clients and their advisors with agility and care. An experienced trust and wealth management executive, Moira started her career practicing law in the areas of tax, trust and estate planning. She holds a B.A. from Providence College and a J.D. from the University of Connecticut School of Law. Moira is past president of the board of the Estate Planning Council of Eastern Connecticut and has served on the board and currently serves on a committee of the Community Foundation of Middlesex County.
At Essex Trust, David manages all types of trust relationships for high net worth clients and their families. He also serves as the primary estate settlement officer. Prior to his career in trust and wealth management, David was in private legal practice for more than 10 years. He holds a B.A. from Union College and a J.D. from the Syracuse University College of Law, and is a member of the Connecticut, District of Columbia, and New London County Bar Associations. He is a past president of both the Estate Planning Council of Eastern Connecticut and the Estate Planning Council of Rhode Island. Civically minded, David has made great contributions on the boards of many local charitable organizations, including current appointments on the boards of the Lyme Art Association and the Connecticut Academy of Fine Arts.
Susan is a Trust Administration Officer at Essex Trust and specializes in personal trust administration, as well as administering charitable trusts and other charitable entities. Susan has over 28 years of trust and wealth management experience providing expert support to advisors, clients and their families. Susan earned her B.S. degree from Keene State College. Susan is a member of the Estate and Tax Planning Council of Eastern Connecticut.
Brenda Kim is a Trust and Estate Administration Officer and has been taking expert care of clients and their families since joining Essex Trust in 2016. Brenda specializes trust administration and estate settlement, helping families navigate the complexity of wealth transfer events. Brenda earned her B.S. degree from Rochester Institute of Technology. She is on the board of the Estate and Tax Planning Council of Eastern Connecticut.
